Three Cord True Wealth Management, LLC - Portfolio overview

Three Cord True Wealth Management, LLC has 40 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. RECS - COLUMBIA ETF TR I, 14.40%
2. SPYG - SPDR SERIES TRUST, 13.54%
3. AVLV - AMERICAN CENTY ETF TR, 13.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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